Meet exemplary professionals advocating for our mission and vision
Champions for Professional Excellence
As a select group of doers, difference-makers, and alums, members of our FinServe Network serve as advocates for The College and its programs and initiatives, amplifying our benefit to society.
FinServe Ambassadors
Jason Austell
MSFS, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP®, CAP®, ChSNC®, CPFA®
FinServe Network Ambassador
Alumni Council Member
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Drew Gerling
MSFS, CFP®, ChFC®, CLU®, CAP®, FIC, RICP®
FinServe Network Ambassador
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Terry Parham Jr.
CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP
FinServe Network Ambassador
Connect on LinkedIn
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Irv Rosenzweig
CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF®
FinServe Network Ambassador
Connect on LinkedIn
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Alanah Phillips
MBA
FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair
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Angie Ribuffo
CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®
FinServe Network Ambassador
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Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP
Member, NextGen Advisory Task Force
FinServe Network Ambassador
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Heather Welsh
CFP®, AEP®, MSFS
FinServe Network Ambassador
Alumni Council Member
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Scott Winslow
MSFS, ChFC ®, CLU®, RICP ®, AEP®, CCFC®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
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Jason Austell
MSFS, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP®, CAP®, ChSNC®, CPFA®
FinServe Network Ambassador
Alumni Council Member
Read Bio
Drew Gerling
MSFS, CFP®, ChFC®, CLU®, CAP®, FIC, RICP®
FinServe Network Ambassador
Read Bio
Terry Parham Jr.
CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Irv Rosenzweig
CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Alanah Phillips
MBA
FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair
Read Bio
Angie Ribuffo
CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®
FinServe Network Ambassador
Read Bio
Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP
Member, NextGen Advisory Task Force
FinServe Network Ambassador
Read Bio
Heather Welsh
CFP®, AEP®, MSFS
FinServe Network Ambassador
Alumni Council Member
Read Bio
Scott Winslow
MSFS, ChFC ®, CLU®, RICP ®, AEP®, CCFC®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Insights from the 2023 FinServe Network Summit
Insights
FinServe Ambassador on Keys to Effective Practice Management and Recruiting
Many in the financial services industry pay lip service to working for the benefit of clients and society, but not all are willing to put in the time and effort to live that mission. While the…
January 31, 2024
Insights
FinServe Network Advisors Highlight Practical Ways to Boost Diversity
At the College’s inaugural 2023 FinServe Network Summit, financial professionals explored how the financial industry can accelerate its transformation into a more diverse and inclusive profession.
April 18, 2023
Insights
FinServe Network Advisors On Retirement Planning Challenges and Opportunities
With recession fears constantly looming, inflation soaring, and new regulations, including the SECURE 2.0 Act, clients frequently name retirement security as their top financial priority – putting the onus on advisors to be prepared for these important conversations.
April 19, 2023
Insights
FinServe Network Advisors Talk RIA Strategy
The College’s inaugural 2023 FinServe Network Summit was ripe with opportunities for discussion on many of the most important topics in the financial services industry.
April 18, 2023
Insights
FinServe Network Advisors Explore the Future of Philanthropy
Philanthropy was a hot topic at the College’s inaugural 2023 FinServe Network Summit, as advisors continue to expand their work in this important and growing field.
April 18, 2023
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Express Interest in the FinServe Network!
Join the community of College amplifiers or delve deeper into this exclusive program, the FinServe Network, consisting of a dynamic cross-section of leaders and rising stars. Ready, Set, Amplify!
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